4 Replies

If there is a lot of handwriting, then OCR might still not be able to recognise the text, that is why when a Document is profiled for filing in a DM system, it has Index fields to store against for search criterea.

There are so many different engines out there and each DM system uses their own. There are also OCR add-ins for system that cost more.

What are the options youre looking at? What Industry are you in? I have used Virtual Cabinet and CCH Document in accountancy firms both of which are very good. Virtual Cabinet is better if you have multiple systems that you want to plumb it into or as a stand alone product in my opinion and isnt too expensive.

I am also looking for a DMS to recommend to clients. Many of my clients are accounting and tax professionals and have used the Lacerte DMS but as far as I can tell everyone who uses it hates it. One client has moved to eFileCabinent but that seems like a bit much for most of my users. Any more ideas would be much appreciated.

Apologies I thought I had replied, thanks for your comments. We are retail with customer signed and completed forms that we have to record for tax audit purposes. Many of which are historical and mostly handwritten replies, howvere the main area we will need to record is the signature and to extract some sort of reference for searches for tax audits

I should add we have about 150,000 forms to scan :( so would need some automation in indexing
Edited Oct 16, 2017 at 8:56 UTC